MIT Fiscal Ltd

Restricted - Whole of Market  Suite 5 Haviland House,, Ferndown town, Dorset, BH21 7PE
First meeting at adviser's own cost
'We look forward to a long and fruitful relationship together - for anybody searching for help in personal financial management, look no further!'
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Response rating
10/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
Mark Werner
CHARTERED FINANCIAL PLANNER
Brian Filburn
FINANCIAL PLANNER
What our clients say
A fabulous experience as a first contact with MIT Fiscal on 27th May - complicated topics translated into clear explanations, in a language that is understandable to them average man or woman in the street’! Provided knowledge on pensions that helped you arrive at your own conclusions about the best way to plan & prepare for the future. You left the consultation with a confidence about your future working with practical and deliverable plans & solutions. The speed of response to outstanding questions was also delivered ahead of deadlines and again provided investment options where you felt a shared ownership of the final outcome. We look forward to a long and fruitful relationship together - for anybody searching for help in personal financial management, look no further!
MR & MRS H, OXFORD
I was highly recommended to contact MIT Fiscal on a potentially complicated pension situation and within minutes of first meeting Mark and Brian I could understand why. Their undoubted expertise was immediately obvious and their advice (based upon clear and easy to understand financial modelling) during subsequent discussions has made it very clear as to the decisions I had to make. However, what has struck me most is their approach in that they are not interested in making short term financial gains from any client, they want to build a lasting relationship and in the world of Finance I have found that to be an extremely refreshing approach. I cannot recommend them highly enough.
BOB R, SURREY
About us

We help deliver quality financial planning advice to individuals and small businesses. We will listen to you and help to improve your financial situation now and in the future. We believe in being fair and honest with our clients, as well as offering good value for money. We will ensure that you understand our recommendations without the use of jargon.

Our services

We are committed to offering clients the highest quality of advice, so that they can define, plan and achieve their financial and life goals

Where to find us
Head office address: Suite 5 Haviland House,, 17 Cobham Rd, Ferndown, Dorset, BH21 7PE
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 21st September 2020

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